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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 1,954 funds (~22%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
HFG Wealth Management
1876
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
1877
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
August Group Capital
1878
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
ACIML
1879
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$97.1M – – 5.39% – 28 – 0
University of Cambridge Investment Management
1880
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
Meadowbrook Wealth Management
1881
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
1882
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
1883
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Capitol Family Office
1884
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
1885
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
Walleye Partners
1886
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
AIS
1887
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Courant Investment Management
1888
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
1889
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
Fiscal Wisdom Wealth Management
1890
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
1891
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
Pensionfund Sabic
1892
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
1893
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2
ProCore Advisors
1894
ProCore Advisors
California
$82.2M +$1.44M +2% 1.47% – 99 23.23% 0.6
Nordflint Capital Partners Fondsmaeglerselskab
1895
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8
LDR Capital Management
1896
LDR Capital Management
New York
$81M -$5.69M -7% 6.1% 28.4% 49 18.37% 1.3
Trium Capital
1897
Trium Capital
United Kingdom
$79.4M -$83.1M -51% 8.97% 215% 73 54.79% 0.7
Virginia Estate & Retirement Planning Advisors
1898
Virginia Estate & Retirement Planning Advisors
Virginia
$79.1M -$3.97M -5% 2.18% – 262 42.75% 0.3
Alken Asset Management
1899
Alken Asset Management
United Kingdom
$78.5M -$11.1M -12% 1.61% 2.19% 31 3.23% 0.9
Stapp Wealth Management
1900
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7